City
Wealth management firms in Medford, New Jersey
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Medford, New Jersey reported $808.0 million in regulatory assets under management; the largest by assets was Redwood Wealth Management Group, LLC, with $317.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $808.0 million
- Average per firm
- $161.6 million
- SEC-registered, of those listed
- 4 of 5 (80.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Redwood Wealth Management Group, LLC | SEC | $317.2 million | 1,158 |
| 2 | Woloshin Investment Management, LLC | SEC | $180.4 million | 835 |
| 3 | MFG Investments, LLC | SEC | $146.5 million | 515 |
| 4 | Family Wealth Partners LLC | SEC | $130.9 million | 560 |
| 5 | Kairos Capital Advisors, LLC | State | $33.0 million | 37 |
Wealth management firms in New Jersey, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.